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Generate an Open Sales Order Report by Customer with Item detail

Looking for a way to generate an Open Sales Order Report by Customer Detail that also show each individual line item associated with the Sales order. Is this possible?

 

Sales Order 12345...

...>Line #1

...>Line #2

 

Sales Order 12349...

...>Line #1

 

Sales Order 12357...

...>Line #1

...>Line #2

...>Line #3

 

 

1 Comment
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Generate an Open Sales Order Report by Customer with Item detail

Hello there, @joemun.

 

Thank you for visiting the QuickBooks Community. I'd be happy to help you generate the Open Sales Order by Customer report that shows the line items in the Sales Order.  

 

To get this information, you need to customize the existing Open Purchase Orders by Job report.

 

 

Here's how :

  1. From the Reports menu, select Purchases.
  2. Select Open Purchase Order by Job
  3. At the top left, click Customize Report
  4. On the Display tab, select the following columns: Type, Date, Num, Source Name, Item, Item Description, Qty, Open Balance and Amount.
  5. Click the Filters tab, then choose the following filters: Transaction Type = Sales Order, Paid Status = Open and Received = Either.
  6. Click the Header/Footer tab and change the Report Title to Open Sales Order Detail by Customer.
  7. Select OK.

Also, you can memorize that report for future use, check out this article: Create, access and modify memorized reports.

 

If you need assistance from a live support, you can contact our Customer Care Team to guide you through the steps.

Here's how you can reach them:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. If asked, choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button.

That should do it. Feel free to drop a comment below if you have any other questions about generating an Open Sales Order by Customer report with item details. I'll be happy to help you out. 

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